This transcript has been automatically generated and may not be 100% accurate.

... I ... okay let's all ... stop marquee although happened twenty twelve and is a very good year for Stocks Messina BTG year ... although Stocks did very well ... question is a good stocks to sell well in the sea there's this huge part of the Dow ... some ups and downs but overall a big year for all the index is really ... the Nasdaq the Essen P Essen P was up and thirteen percent ... was last year so good that this year you might finally CDOs bond bears ... throw in the towel and going to stop Susan Schmidt ... Mesirow Financial is here ... I'd look that's ... everyone is talk about this this so called great mood in Asia and Africa Asia or not to be sure ... stocks hit multi year highs last year very good trainer ... all are that the seat he even plays or the blind bears for the DP ... the chicken littles finally giving him up and going to play the tennis lol flash to get them back in the stacks and humid but the upturn in Intel alternatives are not great ... right Cellular International lot of uncertainty the opposite of that year leaving recessions there ... were nineteen and he held for the next Treasury sell a year ago and that is are ... you paying a premium for seeking ... a new law I mean you are ... in many ways you can get that same safety ... our Italy said better risk reward or didn't he switched in equities ... they are looking a lot of what is now that hasn't been a compelling dividends relative to ... the actions ... and encounters and reposition it added ten cash maintenance doing ... the right thing trying to return capital to shareholders and ... the tax issue set up ... so that looks alot removes one of the overhangs there's a psychological read me ... and I think ... you mean ... it this is not a new theme is pushing the tenor for longtime ... anchor force is finally getting so great the are seeing an ... institution that is who really can throw their way around ... the equity market and look at facts as ... again and dividend yield ... a return on invested capital is compelling yet now when you make of ... stocks are multi year highs for great views ... of profit growth still has not been great the past three quarters to enter the fray for ... profit growth has not been good and generally that's what you're paying for when you buy a stock ... I know facts ... so it was in town rate now I think this is a sturdy cash flow from any until I return on invested capital ... and Lincoln estimate that since many investors are now looking at facts ounces for the dividend yield that nice dividend but the implicit dividend ... and return on invested capital is a shareholder you participating ... in the mean Company Capital ... Katrina back to me fifteen percent return and inside engine teams are finding a way to get that back to shareholders that they don't see the appreciation of the stock price ... so there is some safety in there and there is an ... fifteen percent return on invested capital even if I don't have growth year over year is a lot better than ... twenty five that's right now what what sectors are you interested in your value personally I don't enjoy that Daddy I like established company an anti don't go for the high multiple names that are still eighteen T and biotech is a tough area for me he made me not a silly have a proven product developed ... there so we are still fun being ... so I wouldn't say that that's the safest place to be and ... I like companies that have established project ammo around their business they haven't Number one or two in your industry ... is a sector that I think are still very compelling week the areas that need growth energy infrastructure ... is one where the band has been a long term ... I think that we've been talking about it for a while it's still there we need transmission we need pipelines we need to get that ... infrastructure in place for better utilization so ... there are areas of opportunity ... by Sue Smith thank you very much appreciate time being cute ...